Superstring Capital Management disclosed a new position in Vir Biotechnology (NASDAQ:VIR) , acquiring 730,548 shares in the first quarter. The estimated transaction value was $5.82 million based on quarterly average pricing. According to a filing with the U.S. Securities and Exchange Commission dated May 14, 2026, Superstring Capital established a new position in Vir Biotechnology with 730,548 sha...
Superstring Capital Management disclosed a new position in Vir Biotechnology (NASDAQ:VIR) , acquiring 730,548 shares in the first quarter. The estimated transaction value was $5.82 million based on quarterly average pricing. According to a filing with the U.S. Securities and Exchange Commission dated May 14, 2026, Superstring Capital established a new position in Vir Biotechnology with 730,548 shares purchased. The estimated transaction value was $5.82 million, based on the mean unadjusted closing price for the first quarter of 2026. The fund’s quarter-end position in Vir Biotechnology was valued at $6.55 million, reflecting both trading activity and price appreciation. Vir Biotechnology, Inc. is a commercial-stage biotechnology company specializing in the development of innovative immunology-based therapies for serious infectious diseases. The company leverages collaborations with leading global partners to advance its pipeline and expand market reach. Vir's strategy centers on addressing unmet medical needs through scientific innovation and strategic alliances in the healthcare sector. Continue reading
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. The latest analyst update on BeOne Medicines fine tunes the model fair value estimate from US$408.32 to US$411.51 per share, reflecting incremental shifts in long term assumptions. Recent commentary links this change to how the first FDA accelerated approval f...
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. The latest analyst update on BeOne Medicines fine tunes the model fair value estimate from US$408.32 to US$411.51 per share, reflecting incremental shifts in long term assumptions. Recent commentary links this change to how the first FDA accelerated approval for sonrotoclax and the evolving outlook for Brukinsa contribute to differing views on growth durability and execution risk. As you read on, you will see how these moving pieces shape the evolving narrative and what to watch to stay on top of it. Stay updated as the Fair Value for BeOne Medicines shifts by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on BeOne Medicines. What Wall Street Has Been Saying 🐂 Bullish Takeaways Leerink raised its price target to US$367 after the FDA granted accelerated approval for sonrotoclax in relapsed or refractory mantle cell lymphoma, highlighting sonrotoclax as an emerging contributor alongside Brukinsa. Truist increased its price target to US$412 and pointed to the company outlook suggesting healthy Brukinsa growth even without major label expansion, which supports more confident long term revenue assumptions. RBC Capital lifted its price target to US$425 and noted that previously feared competition has left Brukinsa revenues largely unimpacted in recent periods, supporting the view that the core hematology franchise remains resilient. Barclays moved its target to US$405 and pointed to upcoming 2026 data disclosures as a potential source of longer term pipeline contribution beyond Brukinsa. 🐻 Bearish Takeaways Jefferies cut its price target to US$290 from US$420 and moved to a Hold rating, arguing that while Brukinsa is one of the stronger hematology assets, the stock does not appear mispriced at current levels and that the next growth drivers are slower to develop. Do your tho...
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Advanced Micro Devices (NasdaqGS:AMD) is committing over $10b to expand advanced packaging capacity and AI partnerships across Taiwan. The company is aligning this investment with the production ramp of its 6th Gen EPYC "Venice" CPUs on TSMC's 2nm node. The in...
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Advanced Micro Devices (NasdaqGS:AMD) is committing over $10b to expand advanced packaging capacity and AI partnerships across Taiwan. The company is aligning this investment with the production ramp of its 6th Gen EPYC "Venice" CPUs on TSMC's 2nm node. The initiative targets future AI infrastructure and data center demand by deepening AMD's ties with Taiwan's semiconductor supply chain. For investors watching NasdaqGS:AMD, this move lands after a strong share price run, with the stock at $467.51 and up 10.2% over the past week, 54.1% over the past month and 109.2% year to date. The stock is also up 323.8% over the past year and 483.8% over five years, which sets a backdrop of high expectations for any major capital commitment. This new Taiwan focused investment and the shift to TSMC's 2nm production place manufacturing scale and packaging technology at the center of AMD's AI and data center plans. For shareholders, the key questions now are how effectively this spend converts into reliable supply, product readiness for large AI workloads, and AMD's competitive position against other high end CPU and accelerator providers over the coming years. Stay updated on the most important news stories for Advanced Micro Devices by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Advanced Micro Devices. NasdaqGS:AMD Earnings & Revenue Growth as at May 2026 2 things going right for Advanced Micro Devices that this headline doesn't cover. AMD’s Taiwan investment plan ties directly into its push to make its 6th Gen EPYC “Venice” processor, built on TSMC’s 2nm process, the CPU backbone for next generation AI infrastructure. By committing over US$10b to advanced packaging and local partners such as ASE, SPIL and PTI, AMD is trying to secure the dense 2.5D and bridge interconnect pack...
On May 14, 2026, Pertento Partners disclosed a new position in Astronics (NASDAQ:ATRO) , acquiring 815,333 shares in the first quarter, an estimated $59.07 million trade based on quarterly average pricing. According to a May 14, 2026, SEC filing , Pertento Partners LLP initiated a new position in Astronics by purchasing 815,333 shares. The estimated transaction value was $59.07 million, calculated...
On May 14, 2026, Pertento Partners disclosed a new position in Astronics (NASDAQ:ATRO) , acquiring 815,333 shares in the first quarter, an estimated $59.07 million trade based on quarterly average pricing. According to a May 14, 2026, SEC filing , Pertento Partners LLP initiated a new position in Astronics by purchasing 815,333 shares. The estimated transaction value was $59.07 million, calculated using the quarterly average share price. The quarter-end value of the stake was $54.41 million, reflecting both the share count and stock price movements during the period. Astronics operates at scale within the aerospace and defense sector, serving a global customer base with a focus on advanced electronic systems and test solutions. The company leverages its engineering expertise to address the evolving needs of commercial, military, and general aviation markets. Its diversified product offering and established relationships with OEMs and government entities provide a strong competitive position in specialized, high-reliability applications. Continue reading
Key Points The Fairholme Fund sold 377,800 JOE shares for approximately $24.84 million across three days in May 2026. The sale reduced the Fund's position by 2.35%, leaving 15.7 million shares. Sale size was near the top of the Fund's historical range, but a large position remains. 10 stocks we like better than St. Joe › The Fairholme Fund, a concentrated mutual fund managed by Bruce Berkowitz, so...
Key Points The Fairholme Fund sold 377,800 JOE shares for approximately $24.84 million across three days in May 2026. The sale reduced the Fund's position by 2.35%, leaving 15.7 million shares. Sale size was near the top of the Fund's historical range, but a large position remains. 10 stocks we like better than St. Joe › The Fairholme Fund, a concentrated mutual fund managed by Bruce Berkowitz, sold 377,800 shares of The St. Joe Company (NYSE:JOE)across three open-market transactions between May 5 and May 7, 2026, for aggregate proceeds of approximately $24.84 million, according to a Form 4 filed with the SEC. Transaction summary Metric Value Shares sold (direct) 377,800 Transaction value $24.8 million Post-transaction shares (direct) 15,695,824 Post-transaction value (direct ownership) ~$1.02 billion Transaction value based on SEC Form 4 weighted average purchase price ($65.75); post-transaction value based on May 7, 2026 market close ($65.05). Key questions How does the transaction compare to Berkowitz's prior selling activity? This sale ranks in the upper decile by size among the Fairholme Fund's 35 JOE sell transactions since June 2023, with only one larger disposition (436,500 shares on May 7, 2024) and a mean historical sale size of ~145,400 shares. This sale ranks in the upper decile by size among the Fairholme Fund's 35 JOE sell transactions since June 2023, with only one larger disposition (436,500 shares on May 7, 2024) and a mean historical sale size of ~145,400 shares. Did the transaction meaningfully alter Berkowitz’s stake in The St. Joe Company? The sale reduced the fund’s direct position by 2.35%, modest relative to his remaining 15.7 million shares, which continue to represent a sizable ownership interest. The sale reduced the fund’s direct position by 2.35%, modest relative to his remaining 15.7 million shares, which continue to represent a sizable ownership interest. Was this activity related to options, derivatives, or indirect holdings? No deriv...
Key Points The Iran war led to a surge in energy stock prices. As tensions have cooled, share prices have stagnated. Earnings growth for the sector has been strong in 2026, but it's expected to turn negative in 2027. With downward pressures in earnings and likely lower oil prices once the Iran war comes to a resolution, energy stocks don't look like a buy right now. 10 stocks we like better than S...
Key Points The Iran war led to a surge in energy stock prices. As tensions have cooled, share prices have stagnated. Earnings growth for the sector has been strong in 2026, but it's expected to turn negative in 2027. With downward pressures in earnings and likely lower oil prices once the Iran war comes to a resolution, energy stocks don't look like a buy right now. 10 stocks we like better than Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF › Tech stocks are getting all the attention on Wall Street right now, but the best-performing sector year to date is still energy. The State Street Energy Select Sector SPDR ETF (NYSEMKT: XLE) is up 32% so far in 2026, which easily tops the S&P 500's (SNPINDEX: ^GSPC) 8.8% return and the 23% return of the State Street Technology Select Sector SPDR ETF (NYSEMKT: XLK). But all of those gains came during the first quarter of the year. So far in Q2, the XLE ETF is down about 2%, making it the second-worst-performing sector, behind only utilities. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » The narrative right now is almost entirely around the Iran war. As tensions escalate and oil prices rise, energy stocks tend to rise as well and vice versa. That's an environment that can create a lot of volatility with little sustainable upside to show for it. As we head into summer with the timeline for an Iran war resolution still unknown, is the State Street Energy Select Sector SPDR ETF even worth considering? The case for investing in XLE is still largely geopolitical Oil prices have been whipsawing in 2026, ranging from about $90 a barrel for Brent crude to $120. The biggest catalyst for this, of course, is the discourse emerging from Washington regarding the conflict. It's difficult to say what the status of the war is at any given moment. We'v...
Mary Swift/iStock via Getty Images Overview When I previously covered the PIMCO Income Strategy Fund ( PFL ), I issued a buy rating due to its efficient portfolio strategy. Unfortunately, the share price has declined and its total return has suffered since then. Despite this, the underlying NAV has held up quite well. Therefore, I wanted to revisit PFL to reassess its most updated reporting and it...
Mary Swift/iStock via Getty Images Overview When I previously covered the PIMCO Income Strategy Fund ( PFL ), I issued a buy rating due to its efficient portfolio strategy. Unfortunately, the share price has declined and its total return has suffered since then. Despite this, the underlying NAV has held up quite well. Therefore, I wanted to revisit PFL to reassess its most updated reporting and its outlook for the remainder of the year. I think the fund can be valuable to income investors but there are some caveats that should be considered. For instance, the fund isn't structurally built to provide meaningful capital appreciation over time. As long as you understand that, there is value with PFL. Looking at the performance over the last twelve months, we can see that PFL's share price has declined by about 5.8%. However, all distributions paid offset this and brings the total return up to 5.6% over the same time frame. PFL now offers investors a starting dividend yield of 12.7%, while issuing those payouts on a monthly basis. The latest reporting indicates that the fund may have some trouble generating sufficient earnings to support the payouts. Despite this, I don't think the fund is at risk of a dividend cut. Although a reduction in payouts would improve long-term performance, I know the fund managers value a consistent payout. Data by YCharts The decline in share price has caused the fund to trade at a more favorable price to NAV valuation. While this could justify the accumulation of shares, the outlook of the fund is ultimately reliant on a healthier debt environment. A scenario where interest rates continue to decline can improve underlying earnings and NAV growth. Conversely, a scenario of higher interest rates will continue to suppress the fund's recovery. So let's start by taking a look at the underlying fund strategy. Fund Strategy According to the fund's latest overview , PFL now has total managed assets of $436M that are spread across a diverse range of...
Flywire (NASDAQ:FLYW) CEO Mike Massaro said the payments company is seeing benefits from a strategic review that focused on streamlining operations, improving data and systems, and reinvesting in priority areas. Speaking in a fireside chat with Tien-Tsin Huang, Payments and IT Services Analyst at JPMorgan, Massaro said Flywire responded to changes in some of its end markets with a “three-pronged a...
Flywire (NASDAQ:FLYW) CEO Mike Massaro said the payments company is seeing benefits from a strategic review that focused on streamlining operations, improving data and systems, and reinvesting in priority areas. Speaking in a fireside chat with Tien-Tsin Huang, Payments and IT Services Analyst at JPMorgan, Massaro said Flywire responded to changes in some of its end markets with a “three-pronged approach” that included organizational streamlining, optimization across geographies and products, and reinvestment in selected regions, products and teams. “We feel really good about the work we did, and I think we’re in a great position to scale,” Massaro said. Complex Payments Remain Core to Flywire’s Strategy Massaro said Flywire’s businesses in education, travel, healthcare and B2B payments are tied together by a focus on complex payment flows. He said the company targets clients with challenging billing processes, international payment needs or industry-specific systems of record. “We like to run in towards complexity as a team,” Massaro said, adding that Flywire uses industry-focused software along with a shared payments platform and infrastructure. He cited wins with educational institutions such as Cornell and Penn State, as well as Cleveland Clinic in healthcare, as examples of the types of complex payment problems Flywire aims to solve. Travel Business Focused on Hospitality Expansion Massaro said Flywire’s travel business has two main parts: a hospitality business that is currently “heavily U.S.-centric” and a luxury and experiential travel business. He said the two are about equal in size and both are growing well within Flywire. The hospitality business includes Sertifi, which Flywire acquired to expand into hotel back-office workflows such as documentation, signatures and payment processing for events including weddings, conferences and corporate gatherings. Massaro said the company is preparing for an international launch of the hospitality product from the e...
Pertento Partners cut its stake in Silicon Motion Technology (NASDAQ:SIMO) in the first quarter, selling 738,875 shares in an estimated $89.68 million trade based on quarterly average pricing, according to a May 14, 2026, SEC filing. Pertento Partners LLP disclosed in a May 14, 2026, SEC filing that it reduced its position in Silicon Motion Technology by 738,875 shares during the first quarter. Th...
Pertento Partners cut its stake in Silicon Motion Technology (NASDAQ:SIMO) in the first quarter, selling 738,875 shares in an estimated $89.68 million trade based on quarterly average pricing, according to a May 14, 2026, SEC filing. Pertento Partners LLP disclosed in a May 14, 2026, SEC filing that it reduced its position in Silicon Motion Technology by 738,875 shares during the first quarter. The estimated value of shares sold was $89.68 million, calculated using the average closing price from January through March 2026. The fund’s quarter-end SIMO position was valued at $46.32 million, with total position value changing by $60.41 million over the period. Silicon Motion Technology is a leading supplier of NAND flash controllers and storage solutions, operating at scale with a global customer base. The company leverages proprietary technology and a diversified product portfolio to address the needs of computing, enterprise, and industrial storage markets. Its established relationships with major OEMs and flash memory producers underpin a competitive edge in the fast-evolving semiconductor sector. Continue reading
Bangladesh’s potential purchase of a Sino-Pakistani fighter jet could raise tensions in India’s sensitive northeast, as relations between Dhaka and New Delhi remain tense, analysts said. According to Pakistani media reports, the country has transferred a fully operational simulator of a JF-17 Thunder Block III combat aircraft to Bangladesh. Fighter jet simulators replicate the experience of flying...
Bangladesh’s potential purchase of a Sino-Pakistani fighter jet could raise tensions in India’s sensitive northeast, as relations between Dhaka and New Delhi remain tense, analysts said. According to Pakistani media reports, the country has transferred a fully operational simulator of a JF-17 Thunder Block III combat aircraft to Bangladesh. Fighter jet simulators replicate the experience of flying an aircraft and are used to train pilots in combat tactics and systems management. Advertisement Jointly developed by the Pakistan Aeronautical Complex and Chengdu Aircraft Corporation, the fighter is one of the main combat aircraft operated by the Pakistan Air Force and has also been exported to Azerbaijan, Myanmar and Nigeria. Pakistan’s reported transfer of the simulator follows a meeting between the two countries’ air force chiefs in Islamabad in January which included “detailed discussions” on potential procurement of the jet, according to the Pakistani military. Advertisement If confirmed, the purchase would boost Dhaka’s air combat capabilities, replacing its ageing Russian-made MiG-29s and Chinese-made F-7s, also known as J-7s.
ShawSpring Partners reported a full exit from Shift4 Payments (FOUR 0.67%) in its May 14, 2026, SEC filing, selling 1,148,861 shares in a trade estimated at $63.41 million based on quarterly average pricing. What happened According to the SEC filing dated May 14, 2026, ShawSpring Partners sold its entire stake of 1,148,861 shares in Shift4 Payments during the first quarter of 2026. The estimated t...
ShawSpring Partners reported a full exit from Shift4 Payments (FOUR 0.67%) in its May 14, 2026, SEC filing, selling 1,148,861 shares in a trade estimated at $63.41 million based on quarterly average pricing. What happened According to the SEC filing dated May 14, 2026, ShawSpring Partners sold its entire stake of 1,148,861 shares in Shift4 Payments during the first quarter of 2026. The estimated transaction value was $63.41 million, based on the average unadjusted closing price for the quarter. The net position change, which includes both trading activity and price movement, was a decline of $72.34 million. What else to know Top holdings after the filing: NASDAQ: OKTA: $44.47 million (16.6% of AUM) NASDAQ: AMZN: $38.84 million (14.5% of AUM) NYSE: BABA: $36.42 million (13.6% of AUM) NASDAQ: ZS: $28.12 million (10.5% of AUM) NASDAQ: BRZE: $26.26 million (9.8% of AUM) As of Friday, Shift4 Payments shares were priced at $43.24, down 50% over the past year and significantly underperforming the S&P 500, which is instead up about 28%. Company Overview Metric Value Revenue (TTM) $4.45 billion Net Income (TTM) $117 million Price (as of Friday) $43.24 Company Snapshot Shift4 Payments offers integrated payment processing solutions, including omni-channel card acceptance, POS systems, eCommerce platforms, and business intelligence tools. The firm generates revenue primarily through transaction-based fees, software subscriptions, and value-added services for merchants and enterprise clients. It serves a diverse customer base across retail, hospitality, eCommerce, and entertainment venues in the United States. Shift4 Payments, Inc. is a leading provider of integrated payment and technology solutions, supporting businesses with secure transaction processing and advanced software tools. The company leverages its proprietary platforms to deliver seamless payment experiences and robust analytics capabilities. With a broad set of solutions serving retail, hospitality, eCommerce, and ...
Key Points ShawSpring old 1,148,861 shares of Shift4 Payments last quarter; the estimated transaction value was $63.41 million based on quarterly average prices. Meanwhile, the quarter-end position value decreased by $72.34 million as a result of the exit. The sale represented a 23.7% shift in 13F reportable AUM. 10 stocks we like better than Shift4 Payments › ShawSpring Partners reported a full e...
Key Points ShawSpring old 1,148,861 shares of Shift4 Payments last quarter; the estimated transaction value was $63.41 million based on quarterly average prices. Meanwhile, the quarter-end position value decreased by $72.34 million as a result of the exit. The sale represented a 23.7% shift in 13F reportable AUM. 10 stocks we like better than Shift4 Payments › ShawSpring Partners reported a full exit from Shift4 Payments (NYSE:FOUR) in its May 14, 2026, SEC filing, selling 1,148,861 shares in a trade estimated at $63.41 million based on quarterly average pricing. What happened According to the SEC filing dated May 14, 2026, ShawSpring Partners sold its entire stake of 1,148,861 shares in Shift4 Payments during the first quarter of 2026. The estimated transaction value was $63.41 million, based on the average unadjusted closing price for the quarter. The net position change, which includes both trading activity and price movement, was a decline of $72.34 million. What else to know Top holdings after the filing: NASDAQ: OKTA: $44.47 million (16.6% of AUM) NASDAQ: AMZN: $38.84 million (14.5% of AUM) NYSE: BABA: $36.42 million (13.6% of AUM) NASDAQ: ZS: $28.12 million (10.5% of AUM) NASDAQ: BRZE: $26.26 million (9.8% of AUM) As of Friday, Shift4 Payments shares were priced at $43.24, down 50% over the past year and significantly underperforming the S&P 500, which is instead up about 28%. Company Overview Metric Value Revenue (TTM) $4.45 billion Net Income (TTM) $117 million Price (as of Friday) $43.24 Company Snapshot Shift4 Payments offers integrated payment processing solutions, including omni-channel card acceptance, POS systems, eCommerce platforms, and business intelligence tools. The firm generates revenue primarily through transaction-based fees, software subscriptions, and value-added services for merchants and enterprise clients. It serves a diverse customer base across retail, hospitality, eCommerce, and entertainment venues in the United States. Shift4 Paymen...
Harry Kane cut through the smoke of the DFB-Pokal cup final with a hat-trick for Bayern Munich to beat defending champion Stuttgart 3-0 and complete another domestic double on Saturday. Kane’s goals in the second half set off fireworks among the Bayern fans who had joined their Stuttgart rivals in protesting against the German soccer federation (DFB) for a planned increase in security measures. Th...
Harry Kane cut through the smoke of the DFB-Pokal cup final with a hat-trick for Bayern Munich to beat defending champion Stuttgart 3-0 and complete another domestic double on Saturday. Kane’s goals in the second half set off fireworks among the Bayern fans who had joined their Stuttgart rivals in protesting against the German soccer federation (DFB) for a planned increase in security measures. The protests started after the half-time break when the Bayern fans displayed a giant DFB logo with a line drawn through it over a banner with an expletive against the DFB, while their Stuttgart counterparts had a banner calling for “freedom for the terraces.” They both then filled the ends of the stadium with huge pyrotechnic displays, shrouding the field under a cover of smoke. Kane broke the deadlock shortly afterward with a diving header to Michael Olise’s cross in the 55th minute. That prompted more fireworks from the Bayern fans, worsening the already poor visibility and leading to a break in play. Kane struck the crossbar with a thunderous shot before sealing the result in the 80th with a shot inside the bottom corner after being picked out by Luis Díaz. Angelo Stiller conceded a penalty for hand ball and Kane completed his hat-trick from the spot in stoppage time. Kane finished with 61 goals in all competitions for Bayern this season. View image in fullscreen Harry Kane takes a selfie with the trophy after Bayern Munich’s victory. Photograph: Fabrizio Bensch/Reuters Italian double winners Inter finished a triumphant Serie A season by coming back from two goals down to secure an entertaining 3-3 draw at Bologna. A 10th match without defeat left Inter 14 points clear at the top of the division, with second-placed Napoli hosting Udinese on Sunday. Andy Diouf was Inter’s saviour in the 87th minute when he smashed home his first league goal for the club. The former France under-21 international had been key to Pio Esposito pulling Inter back into the game when he wriggled ...
Key Points Sea Limited operates three core businesses spanning e-commerce, digital financial services, and gaming. Sea delivered accelerating revenue growth during the first quarter of 2026, with strong contributions from all three of its businesses. Sea stock looks cheap right now, and Wall Street thinks there could be significant upside ahead. 10 stocks we like better than Sea Limited › Sea Limi...
Key Points Sea Limited operates three core businesses spanning e-commerce, digital financial services, and gaming. Sea delivered accelerating revenue growth during the first quarter of 2026, with strong contributions from all three of its businesses. Sea stock looks cheap right now, and Wall Street thinks there could be significant upside ahead. 10 stocks we like better than Sea Limited › Sea Limited (NYSE: SE) is a triple threat in the digital economy. The Singapore-based company operates the largest e-commerce platform in Southeast Asia, a booming digital financial services business, and a game development studio that is responsible for some of the world's most successful mobile titles. Sea stock is down 34% this year amid soaring oil prices, sparking concerns about a potential drop in consumer spending, but this could be a great long-term buying opportunity. In fact, the majority of the analysts tracked by The Wall Street Journal gave the stock a buy rating, and none recommend selling. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » The most bullish analyst in the group predicts the stock could soar by a whopping 124% from here. I think that is realistic, which is why I bought Sea stock myself back in March. Three spectacular growth stories under one roof Shopee is Sea Limited's hybrid consumer-to-consumer and business-to-consumer e-commerce platform. It serves most Southeast Asian countries, including Singapore, Indonesia, and Malaysia, and is also expanding into Latin America, with a fast-growing presence in Brazil. Shopee processed over $37 billion in orders during the first quarter of 2026 (ended March 31), up 30% from the year-ago period. Then there's Monee, which is Sea's digital financial services platform. It lends money to Shopee sellers to help them grow their businesses, and it also ...
On May 14, 2026, ShawSpring Partners disclosed in an SEC filing that it sold out its entire position in monday.com (MNDY +3.59%), exiting 253,959 shares in a trade estimated at $24.37 million based on quarterly average pricing. What happened According to a filing with the Securities and Exchange Commission dated May 14, 2026, ShawSpring Partners liquidated its entire holding of monday.com, selling...
On May 14, 2026, ShawSpring Partners disclosed in an SEC filing that it sold out its entire position in monday.com (MNDY +3.59%), exiting 253,959 shares in a trade estimated at $24.37 million based on quarterly average pricing. What happened According to a filing with the Securities and Exchange Commission dated May 14, 2026, ShawSpring Partners liquidated its entire holding of monday.com, selling 253,959 shares. The estimated transaction value was $24.37 million, calculated using the average closing price for the first quarter. The quarter-end position value decreased by $37.47 million, a figure that includes both the share sale and price movement over the period. What else to know Top holdings after the filing: NASDAQ: OKTA: $44.47 million (16.6% of AUM) NASDAQ: AMZN: $38.84 million (14.5% of AUM) NYSE: BABA: $36.42 million (13.6% of AUM) NASDAQ: ZS: $28.12 million (10.5% of AUM) NASDAQ: BRZE: $26.26 million (9.8% of AUM) As of Friday, shares were priced at $79.06, down 73% over the past year and well underperforming the S&P 500, which is instead up about 28%. Company overview Metric Value Revenue (TTM) $1.3 billion Net income (TTM) $119.4 million Market capitalization $4.1 billion Price (as of Friday) $79.06 Company snapshot monday.com offers a cloud-based Work OS platform enabling organizations to build custom workflow applications for project management, CRM, marketing, and software development. The firm generates revenue primarily through subscription-based SaaS licensing, with additional income from value-added services such as onboarding and customer support. It serves a diverse global client base including enterprises, SMBs, educational institutions, and government organizations. monday.com is a technology company specializing in cloud-based work management solutions, with a global presence and a scalable SaaS business model. The company leverages modular software to address a broad range of operational needs for organizations of varying sizes. What this tr...